| Release |
Type |
Reference |
Area |
Summary |
| 958.3 |
Change |
E#1419 |
Accounts | Various changes to Accounts filters to fix specific issues and improve usability. More... |
| Summary: Various changes to Accounts filters to fix specific issues and improve usability. More... |
| 957.0 |
Change |
E#1223 |
Accounts | Fixed Adjustments are now created by entering invoice $ greater than To Bill. This makes it consistent with how Prebill adjustments are created. More... |
| Summary: Fixed Adjustments are now created by entering invoice $ greater than To Bill. This makes it consistent with how Prebill adjustments are created. More... |
| 952.6 |
Change |
E#145 |
Accounts | Changed how some of the Accounts filters work. More... |
| Summary: Changed how some of the Accounts filters work. More... |
| 952.3 |
Issue |
E#560 |
Accounts | Improved stability of Accounts by preventing the Fee Type being changed between Fixed Price and Time Based if an Invoice Entry has been created. |
| Summary: Improved stability of Accounts by preventing the Fee Type being changed between Fixed Price and Time Based if an Invoice Entry has been created. |
| 947.33 |
Issue |
E#1164 |
Accounts | Prebill and Adjustment Type displayed. More... |
| Summary: Prebill and Adjustment Type displayed. More... |
| 944.8 |
Issue |
E#837 |
Accounts | Accounts fixes in engineering configuration More... |
| Summary: Accounts fixes in engineering configuration More... |
| 944.1 |
Issue |
E#792 |
Accounts | Removed the value of 1 in Actual Hours column of Accounts tab for expenses. |
| Summary: Removed the value of 1 in Actual Hours column of Accounts tab for expenses. |
| 943.29 |
Issue |
E#120 |
Accounts | Changed so that after creating an invoice entry the Accounts do not collapse down to just the project. |
| Summary: Changed so that after creating an invoice entry the Accounts do not collapse down to just the project. |
| 943.19 |
New Feature |
E#387 |
Accounts | In the Accounts tab, the Name column is blue if there is an Invoice Entry Note. Clicking on the Name will display the note in the Comments field at the bottom (read only). |
| Summary: In the Accounts tab, the Name column is blue if there is an Invoice Entry Note. Clicking on the Name will display the note in the Comments field at the bottom (read only). |
| 940.109 |
Issue |
EC#3703 |
Accounts | Fixed an error in Invoice Entry Notes, they now save, display and are editable |
| Summary: Fixed an error in Invoice Entry Notes, they now save, display and are editable |
| 940.07 |
Issue |
E#302 |
Accounts | Fixed invoicing error where no links were created on fixed priced invoices in engineering databases. |
| Summary: Fixed invoicing error where no links were created on fixed priced invoices in engineering databases. |
| 939.25 |
Issue |
E#129 |
Accounts | Fixed an issue where links from an Invoice to Timesheet entries can go missing with Time Based Invoices when using Invoice % field in Accounts. |
| Summary: Fixed an issue where links from an Invoice to Timesheet entries can go missing with Time Based Invoices when using Invoice % field in Accounts. |
| 938.3 |
Issue |
EC#5222 / E#36 |
Accounts | There are various occasions you may wish to prebill time based work before the work is done, i.e. before there is enough WIP. Previously this was done with manual Adjustments and Write Offs. This can now be done with Prebill. More... |
| Summary: There are various occasions you may wish to prebill time based work before the work is done, i.e. before there is enough WIP. Previously this was done with manual Adjustments and Write Offs. This can now be done with Prebill. More... |
| 930.16 |
Change |
EC#5953 |
Accounts | An optional confirmation warning has been added to the Account Sheet to avoid unnecessary loading times. More... |
| Summary: An optional confirmation warning has been added to the Account Sheet to avoid unnecessary loading times. More... |
| 930.16 |
Issue |
EC#5953 |
Accounts | Account Sheet now refreshes to reflect changes to Project. (e.g. budget changes) |
| Summary: Account Sheet now refreshes to reflect changes to Project. (e.g. budget changes) |
| 912 |
Issue |
9112.jw14 |
Accounts | Changed default loading of Accounts screen so all levels of data are loaded and expanded to ensure correct date filtering and linking of invoiced items. |
| Summary: Changed default loading of Accounts screen so all levels of data are loaded and expanded to ensure correct date filtering and linking of invoiced items. |
| 911.05 |
New Feature |
ESR1240A.3 |
Accounts | Added support for multiple tax rates in a multi currency setup. More... |
| Summary: Added support for multiple tax rates in a multi currency setup. More... |
| 861.3 |
Issue |
EC#5244 |
Accounts | Modified account processing to cater for situation in engineering configuration where an item that is partially written off and partially invoiced has the write off amount cleared and invoiced. |
| Summary: Modified account processing to cater for situation in engineering configuration where an item that is partially written off and partially invoiced has the write off amount cleared and invoiced. |
| 860.10 |
Change |
EC#5226 |
Accounts | When a new invoice entry is created and a value entered for Invoice $ the Status will automatically be set to To Invoice. To exclude an invoice entry from the invoice being created change the Status to On Hold. |
| Summary: When a new invoice entry is created and a value entered for Invoice $ the Status will automatically be set to To Invoice. To exclude an invoice entry from the invoice being created change the Status to On Hold. |
| 851.10 |
Issue |
EC#4997 |
Accounts | Fixed issue in engineering configuration where invoiced amount was incorrect after selecting a charge on the ISD that was partially written off. |
| Summary: Fixed issue in engineering configuration where invoiced amount was incorrect after selecting a charge on the ISD that was partially written off. |
| 850.29 |
Issue |
SVT#1125 |
Accounts | Fixed crash in relation to Delete Invoice and Reset Invoice functions in Accounts sheet. |
| Summary: Fixed crash in relation to Delete Invoice and Reset Invoice functions in Accounts sheet. |
| 850.28 |
Issue |
SVT#1124 |
Accounts | Addresses an issue with invoicing Fixed Price work with billable expenses using the ISD in engineering configurations. More... |
| Summary: Addresses an issue with invoicing Fixed Price work with billable expenses using the ISD in engineering configurations. More... |
| 849.33 |
Issue |
EC#4922 |
Accounts | Fixed issue so the approval status of timesheet cells is correctly set after an invoice is deleted. |
| Summary: Fixed issue so the approval status of timesheet cells is correctly set after an invoice is deleted. |
| 849.25 |
Issue |
EC#4875 |
Accounts | For Engineers databases only, fixed Accounts so labour charges are moved from WIP $ to Invoice $ after being invoiced. |
| Summary: For Engineers databases only, fixed Accounts so labour charges are moved from WIP $ to Invoice $ after being invoiced. |
| 849.22 |
Issue |
EC#4860 |
Accounts | Fixed issue in Accounts tab where values entered in Write Off $ or Invoice $ columns would disappear if not pressed after editing or when the cell had focus and user changed screens. |
| Summary: Fixed issue in Accounts tab where values entered in Write Off $ or Invoice $ columns would disappear if not pressed after editing or when the cell had focus and user changed screens. |
| 849.10 |
Change |
EC#4883 |
Accounts | Adjustments reinstated to Accounts sheet for Architect database configurations. More... |
| Summary: Adjustments reinstated to Accounts sheet for Architect database configurations. More... |
| 845.2 |
Change |
EC#4823 |
Accounts | New rules for Write Off to ensure correct calculation of WIP. More... |
| Summary: New rules for Write Off to ensure correct calculation of WIP. More... |
| 841.1 |
Change |
S092 |
Accounts | The types under which Invoice Entries in the Accounts tab can be created is now controlled by Type Settings. More... |
| Summary: The types under which Invoice Entries in the Accounts tab can be created is now controlled by Type Settings. More... |
| 838.33 |
Change |
EC#4722 |
Accounts | Adjustments column (to Bill in Advance) removed from Accounts sheet. More... |
| Summary: Adjustments column (to Bill in Advance) removed from Accounts sheet. More... |
| 838.2 |
Issue |
EC#3434 |
Accounts | Fixed error in Accounts sheet where the status of an invoiced timesheet row would update when the status of the person was edited. |
| Summary: Fixed error in Accounts sheet where the status of an invoiced timesheet row would update when the status of the person was edited. |
| 838.11 |
Issue |
EC#4684 |
Accounts | Fixed two issues in Accounts sheet where WIP on expenses was incorrectly processed after creating / editing an invoice entry. |
| Summary: Fixed two issues in Accounts sheet where WIP on expenses was incorrectly processed after creating / editing an invoice entry. |
| 837.19 |
New Feature |
EC#4596 |
Accounts | Allow a project to be invoiced in another currency. More... |
| Summary: Allow a project to be invoiced in another currency. More... |
| 833.06 |
Issue |
EC#4519 |
Accounts | The Date Filter on Accounts sheet will now not allow a date to be selected if the filtered results include invoice entries that are linked to work items dated past the selected filter date. |
| Summary: The Date Filter on Accounts sheet will now not allow a date to be selected if the filtered results include invoice entries that are linked to work items dated past the selected filter date. |
| 823.26 |
Issue |
EC#4016 |
Accounts | Fixed bug that allowed Fixed Price checkbox to be changed when invoices exist |
| Summary: Fixed bug that allowed Fixed Price checkbox to be changed when invoices exist |
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